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Credit Markets
540 posts
Fixed-Income Opportunities in 2022 – The Outlook for Income
by Matthew Sheridan, CFA, Portfolio Manager—Global Multi-Sector, AllianceBernstein So, when you think about the end of 2021, and…
Tremors in Credit and Currency Markets
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman November’s modest uptick in volatility, driven by…
The Epitome of Financial Repression in Two Charts
By Bryce Coward, CFA, Knowledge Leaders Capital By now investors are quite aware of the consequences of financial…
22 DoubleLine's Jeffrey Sherman on Where We Are and Where to Invest
Listen on The Move Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on…
Phil Mesman: [Think Alternative] with Event-Driven Credit Investing
Phil Mesman, lead fixed income portfolio manager at Picton Mahoney Asset Management sits down with Pierre Daillie to…
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
The Preferred Option
by David Lyon, Co-Head of Private Credit, Neuberger Berman How tailored solutions deploying preferred stock can help private…
Three Strategies for Navigating Turbulent Bond Markets
by Scott Dimaggio and Gershon Distenfeld, Co-Heads of Fixed Income, AllianceBernstein Today’s market environment taps into bond investors’…
As Duration Dies, Equities Rise
by Jim Masturzo, Research Affiliates Key Points The equity risk premium, a comparison of equity and bond yields…
Tactical asset allocation update: February 2021
by Alessio De Longis, Invesco Canada Macro update We expect the global cycle to move into an expansionary…
Corporate Bond Market: Is a “Zombie” Apocalypse Coming?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research What’s a “zombie company”? You may…
Neuberger Berman: Early-Cycle Conditions Still Support Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Why the run-up in rates has troubled equity markets…
Jeremy Grantham: Waiting for the Last Dance
The Hazards of Asset Allocation in a Late-stage Major Bubble by Jeremy Grantham, GMO Executive Summary The long,…
On My Mind — Inflation: The Devil We Knew
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Investments Inflation concerns have entered…
Technically Speaking: Blowing Up The “Everything Bubble”
by Lance Roberts, RIA Recently, I discussed the “Two Pins That Pop The Bubble,” specifically noting the risk…
